Commit Graph

8 Commits

Author SHA1 Message Date
Víctor Falcón e62f1d6aac
refactor(api): standardize serialization via model $hidden (#492)
## What

Standardizes how models are serialized across web, API, and Sync
responses by relying on Eloquent `$hidden` + accessors on the models
themselves, instead of ad-hoc `select` scopes and per-controller field
picking.

Touches 9 models (`Account`, `Bank`, `Budget`, `Category`, `Label`,
`LoanDetail`, `RealEstateDetail`, `Transaction`, plus pivot hiding) and
the controllers/middleware that consumed the old ad-hoc shapes.

## Why

- Single source of truth for response shape lives on the model, aligned
with Wayfinder model typegen.
- Removes duplicated field-selection logic scattered across controllers.
- Continues the duplication-removal PR series (#475–#483).

## How

- Hide internal columns and pivots via `$hidden`; expose computed fields
via accessors.
- Controllers return full models / load full relations rather than
hand-picked columns.
- `HandleInertiaRequests` slimmed down to match.

## Notes for reviewers

- Per-commit breakdown: each model standardized in its own commit for
easy review.
- Tests added/updated for each model to assert the serialized shape
(hidden columns absent, relations present).
- Full suite: 1382 passed / 1 skipped / 0 failed. `pint` clean.
2026-06-05 13:57:34 +02:00
Víctor Falcón 439ec86722
chore: Simplify IndexedDB sync by moving to Inertia shared props (#63)
This PR simplifies the IndexedDB synchronization mechanism by removing
individual sync controllers and services, and instead using Inertia.js
shared props to provide data globally across the application.

## Benefits

1. **Simplified Architecture**: Removed complex sync logic for
static/semi-static data (accounts, categories, banks, labels, automation
rules)
2. **Better Performance**: Data is now shared via Inertia props,
eliminating unnecessary API calls and IndexedDB operations
3. **Reduced Complexity**: Significantly reduced codebase size (~2000
lines removed)
4. **Better UX**: Data is immediately available on page load without
waiting for sync operations
5. **Maintainability**: Fewer moving parts means easier to maintain and
debug

## Migration Notes

- Transaction syncing still uses IndexedDB for offline support
- All other data (accounts, categories, banks, labels, automation rules)
is now fetched via Inertia shared props
- Components automatically receive updated data on navigation without
manual sync operations
2026-01-19 19:15:26 +01:00
Víctor Falcón c9e08766c1 Update automated rule timestamp when adding/removing a category or label 2025-12-15 14:30:35 +01:00
Víctor Falcón bf0c9ae989
fix: Automated rules with labels (#32) 2025-12-15 13:42:12 +01:00
Víctor Falcón fe5a55b1be
Automated rules labels (#30)
![Uploading image.png…]()
2025-12-15 12:11:55 +01:00
Víctor Falcón e51bad0cae
Quick Categorization Wizard (#21)
## Summary

Add a new quick categorization page that allows users to categorize
transactions without categories one by one, in a game-like interface.


https://github.com/user-attachments/assets/14fd7386-e87e-4a75-ae94-e487e3a48112

## Features

- **Quick Categorization Page**: A clean, focused interface for
categorizing transactions
  - White screen with centered transaction card
  - Categories sorted by usage frequency (stored in localStorage)
- Smooth animations when categorizing (card exits, success feedback,
next card enters)
  - Progress indicator showing remaining transactions

- **Keyboard Shortcuts**:
  - `Ctrl+R`: Open automation rules dialog
  - `Ctrl+N`: Skip current transaction
  - `Escape`: Go back to transactions page
  - Arrow keys + Enter: Navigate and select categories

- **Automation Rules Integration**:
  - Rules button in header to manage automation rules
- When closing the rules dialog, all remaining transactions are checked
against rules
  - Matching transactions are automatically categorized

- **UI/UX**:
  - Command component for category search and selection
  - Encrypted text component for account names
  - Responsive amount display with positive/negative styling
  - Skip button moved to header for cleaner card design

## Access

New "Categorize" button added to the transactions page toolbar (left of
"Add Transaction" button) showing the count of uncategorized
transactions.
2025-12-09 14:38:39 +01:00
Víctor Falcón 302dff8909 Improve rule evaluator to be case insensitive 2025-11-10 12:46:17 +00:00
Víctor Falcón d5ce7a24b4 Automation rules 2025-11-10 12:08:58 +00:00